Special Strength: Hunger to learn – Christian is passionate about learning! She can’t seem to learn enough about the financial industry, specifically figuring out new and better ways to do things.
Goal: Applying the rule of “One-and-Done” – to get things done right for clients the first time. Enhancing service and making account processing as easy as possible for clients in pursuit of their financial goals.
Focus: Refining processes and delivering exceptional client service for AJW.
Interests: Has played violin since she was seven and currently plays with the Minnetonka Symphony Orchestra. Is also a big sci-fi/fantasy nerd.
Her Colleagues Say: “Christian is extremely dedicated and an ambassador of customer service. She is always keeping us on our toes with ideas of how to do things better.
Christian has an extensive background in customer service and administration, most recently as an Operations Specialist with Allianz. In addition to her Blue Belt, she has completed multiple trainings and certifications including her Series 6 & 63, Essentials of Business Analysis and Foundations of Professional Development just to name a few. Her past roles included building relationships with financial advisors and their clients, identifying potential issues for customer financial transactions, researching and applying process solutions as well as prioritizing and managing multiple responsibilities.
Education and Designations:
- BA in Theatre, Cornell College, IA
- Series 6 & 63 Registration
Christian is a Registered Administrative Assistant of Cetera Advisor Networks LLC.